■Overview
This is a flow to add a client to Jobcan Expense Management and Workflow when a client is registered in Sansan.
By using a trigger with a Chrome extension, you can directly activate the trigger from Sansan.
■Recommended for
1. Companies using Sansan as a business card management tool
・Those who want to add clients to Jobcan Expense Management and Workflow based on Sansan information
2. Companies using Jobcan Expense Management and Workflow
・Those aiming to achieve seamless integration between Sansan and Jobcan Expense Management and Workflow to improve operational efficiency
■Benefits of using this template
By integrating Sansan with Jobcan Expense Management and Workflow, you can automate the registration of client information.
Automation can reduce the time spent on registration tasks.
Reducing manual tasks helps prevent human errors such as input mistakes and omissions, enabling accurate data management.
Additionally, as information is reflected quickly, smooth information sharing among employees is also a benefit.
This automated flow, which balances improved operational efficiency and accurate data management, will contribute to enhancing the overall productivity of the company.
■Notes
・Please integrate both Sansan and Jobcan Expense Management and Workflow with Yoom.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
.avif)
.avif)
